Y-Intercept (HK)’s Burford Capital BUR Stock Holding History

Y-Intercept (HK)’s Portfolio BUR Stock Details BUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-217,931	Closed	-$985K	–	1741
2026 Q1	$985K	Buy	217,931 +140,595	+182%	+$1.23M	0.02%	1037
2025 Q4	$690K	Buy	+77,336	New	+$757K	0.02%	1132
2025 Q2	–	Sell	-12,590	Closed	-$166K	–	1649
2025 Q1	$166K	Buy	+12,590	New	+$177K	0.01%	1079
2024 Q2	–	Sell	-45,324	Closed	-$724K	–	1421
2024 Q1	$724K	Buy	45,324 +16,236	+56%	+$241K	0.05%	522
2023 Q4	$454K	Buy	+29,088	New	+$389K	0.04%	647
2023 Q2	–	Sell	-17,646	Closed	-$195K	–	1295
2023 Q1	$195K	Buy	+17,646	New	+$146K	0.02%	980
2022 Q4	–	Sell	-13,359	Closed	-$100K	–	1020
2022 Q3	$100K	Buy	+13,359	New	+$127K	0.01%	886

Other funds holding BUR

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return